SXL
IPG

Summit X LLC’s Interpublic Group of Companies IPG Stock Holding History

Summit X LLC’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,439
Closed -$326K – 233
2023
Q2 		$326K Buy
8,439
+220
+3% +$8.3K 0.08% 203
2023
Q1 		$306K Sell
8,219
-807
-9% -$29K 0.08% 205
2022
Q4 		$249K Sell
9,026
-191
-2% -$5.92K 0.07% 222
2022
Q3 		$234K Buy
9,217
+190
+2% +$5.39K 0.07% 224
2022
Q2 		$248K Buy
9,027
+180
+2% +$5.71K 0.07% 222
2022
Q1 		$311K Buy
8,847
+80
+0.9% +$2.88K 0.08% 210
2021
Q4 		$329K Buy
8,767
+260
+3% +$9.45K 0.08% 213
2021
Q3 		$315K Buy
+8,507
New +$305K 0.08% 214

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit X LLC's IPG Position: Q3 2023 in Review

Summit X LLC sold out of Interpublic Group of Companies (IPG) in Q3 2023, closing a stake of 8,439 shares — an estimated $326K sold.

Summit X LLC first reported a position in IPG in Q3 2021 and held it in 8 quarters. The position peaked at $329K in Q4 2021. 695 funds tracked by Wall St. Rank hold IPG as of Q3 2023.

  • Summit X LLC reported no remaining Interpublic Group of Companies position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 8,439 Interpublic Group of Companies shares in Q3 2023, an estimated $326K.
  • Summit X LLC first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 8 quarters.
  • Summit X LLC's Interpublic Group of Companies position peaked at $329K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.